Client Account Coordinator (Part-Time) Job Description - Direct Point Accountant Firm

Our Firm is a team of  Experts, caring and transparent. Our Firm is structured to provide leadership in achieving high quality professional performance while maintaining the concept of individual responsibility. We require high level problem solving abilities, broad software knowledge, and excellent written and oral communication skills. We have a team approach to provide high quality client service for tax compliance, planning, financial statements, and general business consulting.

We are seeking a highly organized and detail-oriented Client Account Coordinator to join our team on a (20-hour) part-time basis. The ideal candidate will be responsible for providing exceptional customer service and administrative support to our clients.

Responsibilities:

• Client Relationship Management:
  • Build and maintain strong relationships with clients.
  • Respond promptly to client inquiries and requests.
  • Provide timely and accurate information to clients.
  • Resolve client issues and concerns in a professional and timely manner.
• Administrative Support:
  • Coordinate client meetings and appointments.
  • Prepare and distribute meeting materials.
  • Maintain accurate client records.
  • Assist with contract management and invoicing.
• Project Management:
  • Track project progress and deadlines.
  • Provide support to project teams as needed.
• Data Entry and Reporting:
  • Enter client data into our CRM system.
  • Generate reports and analyze data as needed.

• Excellent customer service skills.
• Strong organizational and time management skills.
• Attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).  
• Experience in a client-facing role preferred.

Benefits:

• Flexible work schedule.
• Competitive compensation.
• Opportunity to work on a variety of audit engagements.